Financial Planning Assistant

4 days ago


Ashbourne, Derbyshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

Artemis Recruitment Consultants Ltd seeks an organised and delivery orientated Financial Planning Assistant to work in collaboration with Financial Advisers and other colleagues in a fast-paced financial planning environment.

The successful candidate will be responsible for assisting the Financial Advisers in preparing recommendations and producing suitability reports, including preparing and maintaining client records, data gathering, and application form preparation and submission. The role requires excellent interpersonal skills, both written and verbal, as well as the ability to multitask and prioritise effectively.

We estimate the salary for this position to be around £32,000 per annum, based on industry standards.



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